Timothy Largemid Cap Value Fund Manager Performance Evaluation
| TMVIX Fund | USD 23.79 2.24 8.61% |
The entity has a beta of 0.86, which indicates possible diversification benefits within a given portfolio. Timothy Largemid returns are very sensitive to returns on the market. As the market goes up or down, Timothy Largemid is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Timothy Largemid Cap Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 17th of February 2023 | |
| Expense Ratio | 1.0900 |
Timothy |
Timothy Largemid Relative Risk vs. Return Landscape
If you would invest 2,601 in Timothy Largemid Cap Value on September 13, 2024 and sell it today you would lose (222.00) from holding Timothy Largemid Cap Value or give up 8.54% of portfolio value over 90 days. Timothy Largemid Cap Value is currently producing negative expected returns and takes up 1.2739% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Timothy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Timothy Largemid Current Valuation
Fairly Valued
Today
Please note that Timothy Largemid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Timothy Largemid Cap has a current Real Value of $24.17 per share. The regular price of the fund is $23.79. We determine the value of Timothy Largemid Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Timothy Largemid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Timothy Mutual Fund. However, Timothy Largemid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 23.79 | Real 24.17 | Hype 23.79 | Naive 23.53 |
The intrinsic value of Timothy Largemid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Timothy Largemid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Timothy Largemid Cap Value helps investors to forecast how Timothy mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Timothy Largemid more accurately as focusing exclusively on Timothy Largemid's fundamentals will not take into account other important factors: Timothy Largemid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Timothy Largemid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Timothy Largemid Cap Value, and traders can use it to determine the average amount a Timothy Largemid's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1045
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| Negative Returns | TMVIX |
Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Timothy Largemid is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Timothy Largemid by adding Timothy Largemid to a well-diversified portfolio.
Timothy Largemid Fundamentals Growth
Timothy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Timothy Largemid, and Timothy Largemid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Timothy Mutual Fund performance.
| Price To Earning | 19.67 X | ||||
| Price To Book | 3.18 X | ||||
| Price To Sales | 1.50 X | ||||
| Total Asset | 108.06 M | ||||
About Timothy Largemid Performance
Evaluating Timothy Largemid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Timothy Largemid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Timothy Largemid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests in U.S. common stocks. It will normally invest at least 80 percent of its total assets in companies whose total market capitalization exceeds 2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value these stocks often have above-average dividend yields.Things to note about Timothy Largemid Cap performance evaluation
Checking the ongoing alerts about Timothy Largemid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Timothy Largemid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Timothy Largemid Cap generated a negative expected return over the last 90 days | |
| The fund maintains about 6.7% of its assets in cash |
- Analyzing Timothy Largemid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Timothy Largemid's stock is overvalued or undervalued compared to its peers.
- Examining Timothy Largemid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Timothy Largemid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Timothy Largemid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Timothy Largemid's mutual fund. These opinions can provide insight into Timothy Largemid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Timothy Mutual Fund
Timothy Largemid financial ratios help investors to determine whether Timothy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Timothy with respect to the benefits of owning Timothy Largemid security.
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